2023 Form 5500 filing — Newmarket Corporation Master Trust For Designated Employee Benefit Plans For Newmarket Corporation And Affiliates
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008092316NAL0016389553001) for Newmarket Corporation Master Trust For Designated Employee Benefit Plans For Newmarket Corporation And Affiliates, reported by Newmarket Corporation And Affiliates under EIN 20-0812170 and plan number 003. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008092316NAL0016389553001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Newmarket Corporation And Affiliates
- EIN
- 20-0812170
- Plan number
- 003
- Location
- Richmond, VA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $625,252,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $625,252,086
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $95,366,771
- Benefits paid
- $0
- Administrative expenses
- $3,163,725
- Total expenses
- $3,163,725
- Net increase / (decrease)
- $92,203,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The London Company | NONE | $902,574 | not reported in the loaded dataset |
| D.F. Dent & Company, Inc | NONE | $470,938 | not reported in the loaded dataset |
| Deprince, Race & Zollo, Inc | NONE | $393,442 | not reported in the loaded dataset |
| Montag & Caldwell | NONE | $364,136 | not reported in the loaded dataset |
| Towers Watson | NONE | $335,543 | not reported in the loaded dataset |
| Reinhart Partners | NONE | $258,876 | not reported in the loaded dataset |
| Us Bank | NONE | $116,118 | not reported in the loaded dataset |
| Kennondale Capital Management LLC | NONE | $84,100 | not reported in the loaded dataset |
| Pbmares, Llp | NONE | $64,741 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | NONE | $60,000 | not reported in the loaded dataset |
| Williams, Mullen, Clark & Dobbins | NONE | $42,907 | not reported in the loaded dataset |